What it takes to get set up
About 90 minutes from signup to a built week of routes, if your customer list imports cleanly.
Have these to hand
A card for the trial, a customer list exported from whatever you use now, and the names of the services you sell. None are required — all three make the first hour faster.
The path
- Start your free trial — a few minutes.
- Walk the setup wizard — 20 to 30 minutes, nine steps.
- Bring your customers over — 10 minutes if you import, longer by hand.
- Build your week’s routes — one click, a couple of minutes to run.
- Get your techs on their phones — 5 minutes each.
- Run a real day. Every completed visit emails the customer a service report.
- Send your first invoice. PoolHelm drafts them from completed visits.
Three things that will slow you down
Being straight about these saves you the frustration.
- Some imported addresses won’t verify. Those customers wait instead of going on a route. PoolHelm would rather tell you than send a tech to a guess.
- Your chemical catalog arrives switched off. On purpose — nothing should recommend a product you don’t stock.
- Customers don’t switch themselves on. When one has everything it needs, PoolHelm marks it Ready. You flip it live.
Check first. Two things have to happen in order: service levels before you import customers, chemicals before dosing formulas. Everything else can be done in any order.
Start here: “Start your free trial.”